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Disclosery

RCS Financial Planning, LLC: IVLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RCS Financial Planning, LLC on IVLU, newest first. How the timeline and the estimate are built.

RCS Financial Planning, LLC held 0 IVLU shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,857 shares

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 7,857 shares
    Change vs previous 13F -733 shares

    0.13% of the 13F portfolio, value $298,959.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 8,590 shares
    Change vs previous 13F -1,118 shares

    0.13% of the 13F portfolio, value $304,773.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 9,708 shares
    Change vs previous 13F +1,581 shares

    0.16% of the 13F portfolio, value $319,296.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 8,127 shares
    Change vs previous 13F -503 shares

    0.13% of the 13F portfolio, value $246,329.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 8,630 shares
    Change vs previous 13F -519 shares

    0.12% of the 13F portfolio, value $233,959.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 9,149 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $270,170.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).